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TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success
To provide support to the Director or other Senior Leaders as appropriate, on an ongoing basis to ensure the efficiency of the Company is maintained. To take ownership of a portfolio of clients and be the primary point of contact for all administrative needs. To be proactive in the management of staff (through direct and indirect reports) to ensure that they uphold the policies and procedures of the Company as a whole. To safeguard customer relations by ensuring that work is undertaken efficiently and effectively on an ongoing basis.
- Take responsibility for a team and a book of clients
- Undertake “B” signatory or “A” if appropriate, responsibilities for the Company and provide cover to other sections when required
- Act as a lead client contact, chair service calls/KPI meetings, and lead preparations for Board Meetings
- Provide assistance with the interview process of new recruits
- Provide assistance with new business enquiries and client onboarding, including networking with key intermediaries
- Train junior staff members reporting to them
- Promote and support the goals of the Company
- Lead on client quarterly fee collections
- Arrange regular team meetings and when necessary, one to one meetings with team members in order to develop individuals
- Ensure all work carried out by the team complies with the Fund’s documentation, the company’s policies andprocedures and any regulatory requirements
- Ensure that the rules, regulations and procedures are adhered to at all times
- Develop and maintain effective relationships between individual members of the team
- Perform all tasks in a timely manner, seeking guidance when necessary
- Responsibility for leading on client portfolios
- Develop and maintain a good relationship with clients of the Company
- Make positive suggestions as to how effective changes can be made to improve the procession of the workflow
- Undertake and assist with the other sections workloads as necessary and when required
- Ensure all team time is recorded correctly onto the time recording system on a weekly basis
- Monitor and control all incoming communication to ensure that it is directed to an appropriately skilled member of the team
- Oversee and control all outgoing communications to ensure correspondence, calculations and presentation of work is to a high standard, adhering to 4-eyes review at all times
- Oversee work to a high standard to maintain the Company’s corporate image
- Attend all relevant training courses to ensure ongoing professional development
- Comply with all of the Company’s procedures and policies
- Ensure personal compliance with policies and regulations
Key Business Expertise:
- Previous management experience within a financial institution and ideally in a Trust and Company Administration department
- A qualification relevant to the administration of Trust and Company administration
- Ideally certificate in offshore administration or equivalent
Candidate Profile:
- Education and qualifications’ to at least ‘A’ level standard (essential)
- Education to degree level in a relevant subject (desirable)
- Desirable - a professional qualification such as ICSA (CGI), ACCA or ACA
Competencies:
Operation Excellence:
- Demonstrates the ability to make decisions based on insight and knowledge that impact the immediate team
- Accountable for ensuring high standards of delivery to clients
- Actively engages with customer to understand needs and will place a high priority on client service and satisfaction
- Prioritizes clients’ issues and address them accordingly
- Will keep up to date with business trends/ changes in law that will impact their role
- Commercial Awareness:
- Understands TMF Groups' business lines and any relevant local regulatory requirements
- Has a good understanding of how TMF is structured
- Be able to demonstrate the impact of own actions on immediate team
Leadership and Resource Management:
- Plans, coordinates and manages internal and external resources to deliver results in a timely, accurate and professional manner
- Will share knowledge to ensure team targets are met
- Informally manages expectations of more senior colleagues regularly
Interpersonal Skills:
- Manages internal and external stakeholders' expectations with regards to delivery, escalating concerns as appropriate
- Is able to deal with conflict in a controlled manner and persuade other ‘Executive’ level staff
- Builds credibility across all stakeholder groups
- Able to engage with individuals all areas of an organisation on area of specialism
Client Excellence:
Manages expectations so clients always feel valued Proactive in identifying opportunities and seeking solutions Ensures relevant information is obtained and shared as needed Takes responsibility for delivering superior products and services Implements improvements to client service
Compliance:
Acts with the highest level of integrity at all times
Act in the best interests of TMF (taking into account the interests of TMF customers, where appropriate) Act in a professional manner and produce accurate and timely work product
Will be clear, open and transparent in your communications with TMF colleagues and customers
Promptly report any issues (or possible issues) you identify to your manager (or an appropriate member of the senior management team) for consideration and resolution
Never make any statement that is misleading, false or deceptive
Pathways for career development
• Work with colleagues and clients around the world on interesting and challenging work.
• We provide internal career opportunities, so you can take your career further within TMF.
• Continuous development is supported through global learning opportunities from the TMF Business Academy.
Making an impact
• You’ll be helping us to make the world a simpler place to do business for our clients.
• Through our corporate social responsibility program, you’ll also be making a difference in the communities where we work.
A supportive environment
• Strong feedback culture to help build an engaging workplace.
• Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best.